Get started
Timothy Plan US Small Cap Core ETFTimothy Plan US Small Cap Core ETFTimothy Plan US Small Cap Core ETF

Timothy Plan US Small Cap Core ETF

No trades
See on Supercharts
Overview
Analysis Holdings Ideas Discussions Technicals Seasonals

TPSC chart


Full chart

Key stats


Assets under management (AUM)
‪173.97 M‬ USD
Fund flows (1Y)
‪60.85 M‬ USD
Dividend yield (indicated)
1.16%
Discount/Premium to NAV
0.1%
Shares outstanding
‪5.05 M‬
Expense ratio
0.52%

About Timothy Plan US Small Cap Core ETF


Issuer
Timothy Partners Ltd.
Brand
Timothy
Home page
timothyplan.com
Inception date
Dec 2, 2019
Structure
Open-Ended Fund
Index tracked
Victory U.S. Small Cap Volatility Weighted BRI
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Timothy Partners Ltd.
Distributor
Foreside Fund Services LLC
TPSC sets its universe by selecting from a parent index of volatility-weighted US small-caps. From there, the fund adds its values-based screen. Securities excluded are those involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, gambling enterprises, or which is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles. The index is reconstituted every April and October, limiting exposure to any one sector to 25%.

Classification


Asset Class
Equity
Category
Size and style
Focus
Small cap
Niche
Broad-based
Strategy
Low volatility
Geography
U.S.
Weighting scheme
Volatility
Selection criteria
Principles-based

TPSC analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
0.2%99%0.5%

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to TPSC via country, focus, and more.